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Go to Settings > Agent tab to change AI Helpdesk behavior settings. All changes take effect immediately across the tenant.

Settings overview

Notification Settings

Configure chat notifications sent to operators. Each notification can be toggled on or off independently.

Escalation Settings

Set the users to notify when an escalation has no assignee.
1

Open the Agent tab

Go to Settings > Agent tab in the admin console.
2

Start editing escalation settings

Click the Edit button in the Escalation Settings section.
3

Select users to notify

Type a member’s name in the search field and select the users to notify. You can select multiple users.
4

Save

Click Save.
Only members with the Admin or Operator role can be set as notified users in Escalation Settings.
The users you select in Escalation Settings are notified users. They are not automatically assigned to the session. An escalation without a specified assignee stays unassigned, and all of the selected users are notified. When the AI agent escalates to a specific operator, that operator becomes the assignee. For example, this happens when the user asks in the conversation to be handed over to a particular operator.

Session Lifecycle

Configure automatic reminders and auto-close for sessions with no user response.
The auto-close threshold must be greater than the reminder threshold. Saving fails if this condition is not met.
1

Open the Agent tab

Go to Settings > Agent tab in the admin console.
2

Start editing session lifecycle

Click the Edit button in the Session Lifecycle section.
3

Update values

Change the Reminder threshold, Auto-close threshold, and Auto-close enabled settings as needed.
4

Save

Click Save.
Last modified on October 2, 2026